+26.3%
WAT vs HAS
+63.0%
-36.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.4% |
| 7D | +3.4% | +3.3% | +0.1% | +2.8% |
| 30D | +9.6% | +30.5% | -20.9% | +4.7% |
| 3M | +15.5% | +29.9% | -14.4% | +10.3% |
| 6M | +33.9% | +26.5% | +7.4% | +27.8% |
| YTD | +25.2% | +51.9% | -26.7% | +8.2% |
| 1Y | +26.3% | +60.9% | -34.6% | +4.4% |
| All | +26.3% | +63.0% | -36.7% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling